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How Detailed Does an Estate Inventory Need to Be?
An estate inventory needs to be thorough, but the level of detail can vary depending on the estate’s complexity and the requirements of the jurisdiction. When there are multiple beneficiaries involved in an estate, the inventory needs to be especially clear, accurate, and detailed to ensure transparency, minimize disputes, and satisfy legal and tax requirements. Here's how the level of detail should be addressed in such cases.
How to Make a Living Will Without a Lawyer
Feeling overwhelmed by the thought of making a living will without a lawyer? Discover what I wish I knew before letting financial concerns hold me back. Making a living will without the assistance of a lawyer is completely possible, especially if you have limited funds. Click to learn about a simple and cost-effective way to create your living will in this blog post.
How to Plan a Funeral
Planning a funeral can feel overwhelming, especially if it’s your first time doing so and you're trying to save money. However, with the right steps, you can plan a respectful, meaningful service without breaking the bank. Emotions can cloud decision-making when planning a funeral, and it can lead to overspending or making choices that might not align with what the deceased would have wanted or what is necessary. It’s a delicate balance between honoring the person’s memory and keeping practical, financial considerations in mind. Learn how to plan a funeral in this blog post by Planned with Purpose, LLC.
How to Organize End-of-Life Documents
Wondering how to organize end-of-life planning details? No matter the situation, organizing documents for any funeral will be a challenging and emotional process. While everyone has their own personal touch when it comes to organization, there are some key details that I always recommend organizing in any situation. I’ve created a set of documents that help you organize and document all the key items needed to ensure a smooth and orderly end-of-life plan for you or your loved ones. I also offer customized personal binders to store your important documents so that things are clearly labeled and easily accessed when the time comes. Get all the details in this blog post.
Unexpected Costs When Planning for a Funeral
When planning your own funeral, there can be hidden or unexpected costs that aren't always immediately obvious. I can’t stress to you enough that it is important to ask about all potential expenses up front to avoid surprises. With my experience, I would love to share with you some hot topics that might give you a second thought when planning.
Why is It Important to Notify the Credit Bureaus of a Death?
Notifying a credit bureau of a death is an important step in managing the deceased person's financial affairs and protecting their identity. Click to learn more.
Funeral Homes Food for Thought
Funeral homes can sometimes end up making more money from people who are economically disadvantaged for several reasons...